Back to filter
Original filing (PDF)20250630122153NAL0006291779001
SPEX EXPRESS
Form 5500-SF
FILING_RECEIVED
SPEX EXPRESS SAFE HARBOR ROTH 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPEX EXPRESS.
Plan sponsor
Name
SPEX EXPRESS
EIN
36-4116370
Address
2570 DEKALB AVENUE · SYCAMORE, IL · 60178
Phone
(815) 758-1039
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
GEORGE Z. TZEPOS, O.D., LLC 401(K) PLAN
GEORGE Z. TZEPOS, O.D., LLC 401(K) PLAN
$2.3M · 9 participants
CRYSTAL VISION CLINIC, PA
CRYSTAL VISION CLINIC, PA 401(K) PLAN
$2.3M · 21 participants
PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC.
PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 11 participants
MINNESOTA OPTICAL LLC
PEARLE VISION ELK RIVER 401(K) PLAN
$2.3M · 27 participants
PALATINE VISION CENTER LLC
PALATINE VISION CENTER LLC 401 K PLAN
$2.3M · 24 participants
DR. ANTHONY FUSCO & ASSOCIATES
DR. ANTHONY FUSCO & ASSOCIATES 401(K) PLAN
$2.3M · 8 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B